Overview
Assets Under Management: $109 million
High-Net-Worth Clients: 25
Average Client Assets: $4 million
Frequently Asked Questions
SPLIT CREEK LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #319437), SPLIT CREEK LLC is subject to fiduciary duty under federal law.
SPLIT CREEK LLC serves 25 high-net-worth clients according to their SEC filing dated January 10, 2025. View client details ↓
According to their SEC Form ADV, SPLIT CREEK LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SPLIT CREEK LLC manages $109 million in client assets according to their SEC filing dated January 10, 2025.
According to their SEC Form ADV, SPLIT CREEK LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.52
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 86
Discretionary Accounts: 75
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 319437
Last Filing Date: 2025-01-10 00:00:00
Website: https://splitcreekcapital.com